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Phillips 66
PSX

Overview Fund Activity

1,755 hedge funds and large institutions have $39.3B invested in Phillips 66 in 2024 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 604 increasing their positions, 673 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,755
Holders Change
-13
Holders Change %
-0.74%
% of All Funds
25.38%
Holding in Top 10
18
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-33.33%
% of All Funds
0.26%
New
133
Increased
604
Reduced
673
Closed
124
Calls
$380M
Puts
$352M
Net Calls
+$27.5M
Net Calls Change
-$49.5M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$199M
2
Deutsche Bank
Deutsche Bank
Germany
+$188M
3
Harris Associates
Harris Associates
Illinois
+$177M
4
Citadel Advisors
Citadel Advisors
Florida
+$112M
5
Amundi
Amundi
France
+$93.3M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$15.4B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.13B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$316M
4
Boston Partners
Boston Partners
Massachusetts
-$245M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPAM
1426
Murphy Pohlad Asset Management
Minnesota
$217K – – –
BWM
1427
BNC Wealth Management
Oregon
$217K -$4M -30,391 -95%
MFG
1428
Mosaic Financial Group
Illinois
$216K -$60.5K -460 -22%
FTC
1429
Farmers Trust Company
Ohio
$216K – – –
CRC
1430
Curi RMB Capital
Illinois
$216K +$28.9K +220 +15%
CC
1431
Chicago Capital
Illinois
$216K – – –
HCP
1432
Hexagon Capital Partners
Arkansas
$216K -$12.2K -93 -5%
IP
1433
Ignite Planners
California
$216K -$23.7K -180 -10%
BFIM
1434
Beese Fulmer Investment Management
Ohio
$215K – – –
TTWM
1435
TCV Trust & Wealth Management
Virginia
$215K -$14.9K -113 -6%
HWMT
1436
Heritage Wealth Management (Texas)
Texas
$214K – – –
HIP
1437
Harrell Investment Partners
Texas
$214K – – –
PCTC
1438
Perkins Coie Trust Company
Washington
$213K -$1.84K -14 -0.9%
CF
1439
Centaurus Financial
California
$213K -$6.57K -50 -3%
HCC
1440
Hirtle Callaghan & Co
Pennsylvania
$213K +$213K +1,620 New
PWS
1441
Peterson Wealth Services
Utah
$213K +$213K +1,618 New
OPA
1442
Old Port Advisors
Maine
$212K -$4.73K -36 -2%
CFP
1443
Catalyst Financial Partners
Massachusetts
$212K +$13K +99 +7%
WFI
1444
West Family Investments
California
$212K +$12.8K +97 +6%
VCP
1445
Verus Capital Partners
Arizona
$212K -$291K -2,210 -58%
CFS
1446
CRA Financial Services
New Jersey
$211K – – –
FC
1447
Forte Capital
New York
$211K -$263 -2 -0.1%
EW
1448
Evoke Wealth
California
$211K +$211K +1,605 New
LA
1449
Legacy Advisors
Pennsylvania
$210K +$210K +1,597 New
CF
1450
Clarity Financial
Texas
$210K -$16.7K -127 -7%
56 57
58
59 60